EVERMAY WEALTH MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 222 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
EVERMAY WEALTH MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,197
-58.3%
72
-60.0%
0.00%
-50.0%
Q4 2022$10,076
-16.0%
180
-29.1%
0.00%0.0%
Q3 2022$12,000
-14.3%
2540.0%0.00%
-33.3%
Q2 2022$14,000
-51.7%
254
-44.1%
0.00%
-40.0%
Q1 2022$29,000
-52.5%
454
-49.8%
0.01%
-54.5%
Q4 2021$61,0009040.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Bank of Finland 8,461,450$571,656,00033.37%
TFC Financial Management, Inc. 1,049,019$70,872,00021.51%
WIPFLI FINANCIAL ADVISORS LLC, 2,459,164$166,141,089,00019.06%
Heritage Financial Services, LLC 184,066$12,435,0009.74%
Rock Creek Group, LP 575,236$38,859,0005.78%
Capital Asset Advisory Services LLC 750,989$50,798,0005.39%
Vantage Financial Partners, LLC 197,141$13,319,0005.21%
Divergent Wealth Advisors 303,242$20,487,0004.15%
BUCKINGHAM STRATEGIC PARTNERS, LLC 246,561$16,660,0003.48%
CarsonAllaria Wealth Management, Ltd. 58,074$3,924,0003.47%
View complete list of ISHARES TR shareholders